Managing Quotes

User Manuals > Sales > Managing Quotes

Using CommitCRM, you can easily file the quotes you send your customers under the specific sales opportunity they are related to. This is achieved by using the Docs tab of a Sales Opportunity

Each Sales Opportunity is linked to a selected account (see more details in the Managing Prospects). Managing the Opportunity's activity allows you to track the overall activity for this opportunity, including any Documents, Messages, Audit changes and History Notes.

You can save the quote documents in CommitCRM in various ways:

1. Save the quote as an external file (such as a Word, Excel, PDF, RTF document) and link it to the relevant Opportunity in CommitCRM by dragging the file and dropping it onto the CommitCRM application window. If the quoting software you use does not support the saving-to-file option, simply try printing it to PDF and file the PDF file under the opportunity in CommitCRM.
   
   
2. Create a new MS-Word® quote template directly from CommitCRM and edit it via the application. To create documents, click the New button found at the bottom of the opportunity's Docs tab.
   
   
3. To save time you can copy any existing quote to a new one by right-clicking the document and selecting the Copy option. You can copy quotes previously sent to other accounts, or copy a quote document you've previously sent for this opportunity. The benefit of copying a previously sent quote for this opportunity to a new document, instead of just editing the previous document, is that in this way you will have a complete audit of all the stages and different versions of the quote you've sent your customer for this opportunity. For example, if you initially sent a quote for a new server with 1 year warranty, and then the customer wants to go with the 3 year warranty option, you can easily select the original quote, select the Copy option, and edit the newly created quote so it will include the 3 year warranty. This way you will always be able to see the quote you've originally sent to the customer and also the updated version.
   
   
4. If you send quotes by e-mail, either as an attached file or as part of the e-mail body itself, simply file the e-mail (with attachments, if any) under the opportunity in CommitCRM by dragging it from your e-mail software (Outlook®/Outlook Express®) and dropping it on the Opportunity record in CommitCRM. All these proposal documents will then be listed in the Docs and History tabs for each opportunity. Note that sale opportunities can contain as many documents as needed (for example different versions of the same proposal).

All these proposal documents will then be listed in the Docs and History tabs for each opportunity. Note that sale opportunities can contain as many documents as needed (for example different versions of the same proposal).

File:Commit sales opportunity quote.gif

Double-clicking on a selected document row will automatically open the associated software that displays the document content—MS-Word®, Excel®, TextPad, Power Point®, Acrobat®, Outlook®, or any other application.

See Also

• Sales
• Managing Prospects